Each year on June 19, Americans observe Juneteenth, the oldest nationally celebrated commemoration of the end of slavery in the United States. More than just a historical milestone, Juneteenth is a powerful reminder of our country’s ongoing journey toward justice, equality, and inclusion.

For financial advisors, it is also an opportunity to help clients reflect on their values and consider how their wealth can be used to advance lasting change.

Whether your clients are long-time philanthropists or just beginning their giving journey, Juneteenth is an invitation to talk about purpose, equity, and the impact of intentional giving.

Why Juneteenth Matters in Wealth Planning

Juneteenth is not just a celebration of freedom - it is a call to action. It reminds us that while progress has been made, racial disparities in wealth, education, healthcare, and opportunity still persist.

Many high-net-worth individuals and families are looking for ways to give back in ways that are impactful and values-aligned. As an advisor, you are uniquely positioned to help them turn that desire into action.

How Advisors Can Honor Juneteenth with Clients

Here are a few ways you can use Juneteenth as a springboard for meaningful client conversations:

1. Facilitate Values-Based Giving Conversations

Ask questions like:

• “Are there causes related to racial equity or economic justice that resonate with your family?”
  
  

• “Have you considered how your philanthropy could help address generational wealth gaps?”
  
  

• “Would you like to support equity-focused nonprofits as part of your giving strategy?”

These conversations deepen trust and often lead to more thoughtful, impactful giving.

2. Recommend Strategic Use of Donor-Advised Funds

Donor-Advised Funds offer flexibility for clients to:

• Support equity-focused nonprofits over time

• Invest in minority-led community initiatives

• Engage family members in multigenerational giving tied to racial and social justice

At UI Charitable, we help donors use Donor-Advised Funds to build giving plans that reflect their values and respond to timely issues.

3. Curate and Share Resources

Offer clients a curated list of:

• Black-led nonprofits

• Organizations focused on justice, equity, and empowerment

• Social organizations that support underrepresented populations

This shows initiative and provides a tangible next step for clients who want to give but may not know where to begin.

4. Encourage Legacy Conversations

Juneteenth is also a moment to discuss legacy—not just in financial terms, but in values. Invite clients to consider:

• Naming successor advisors on their Donor-Advised Fund who share their commitment to equity
  
  

• Creating family giving traditions that reflect inclusive values
  
  

• Incorporating charitable bequests to racial justice organizations into their estate plans

UI Charitable Can Help

At UI Charitable, we partner with financial advisors to:

• Develop custom philanthropic strategies for clients

• Accept and manage illiquid assets

• Facilitate giving to equity-centered initiatives with confidence and compliance

Whether your clients are interested in grantmaking, impact investing, or legacy planning, we are here to help them make their giving purposeful, informed, and inclusive.

✨ Final Thought

Juneteenth is more than a date on the calendar - it is an opportunity to reflect on our shared history and move forward with intention. As an advisor, you can help your clients use their wealth to uplift, empower, and create lasting impact.

This June 19, honor the spirit of Juneteenth by helping your clients align their wealth with what matters most.